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Trust Accounting Rules

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$0 for CLE Annual Pass Holder
$75 for Participant Rate
$10 for Judicial Rate

60 minutes
Date Published

March 12, 2020


Mecklenburg County Bar


General, Practice Management, State Bar & Court Updates


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  • Rule 1.15
  • Record keeping
  • Software
  • What is deposited in trust account vs. operating account
  • Supervision of personnel handling trust account
  • Personal injury settlements
  • Real estate transactions
  • Service as escrow agent
  • Random audit program

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Leanor Bailey Hodge

Leanor Bailey Hodge, Deputy Counsel in the North Carolina State Bar’s Office of Counsel, returns to update her very popular... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
PowerPoint Presentation
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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SeminarWeb and Mecklenburg County Bar programs are non-refundable.

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